24 client advisor jobs at 11 companies in Greenville, OH
6d
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Remote Client Growth Advisor
Dayton, Ohio, United States
RemoteFull Time
Self-motivated, goal-oriented communicator who is organized, adaptable, coachable, and comfortable working independently in a remote environment; prior experience is helpful but not required.
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Lima / Celina / Wapakoneta - Ohio
Lima or Celina or Wapakoneta
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent, Series 7 and Series 66 (or 63/65) active or obtained within 60 days, life/health/long-term-care insurance license, client acquisition and goals-based planning experience.
3d
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Work From Home - Client Benefits Advisor
Hamilton, Ohio, United States
RemoteFull Time
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth.
Zoom
1mo
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Client Relationship Analyst
Beavercreek, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; detail-oriented, advanced Microsoft Office skills; willing to obtain securities licenses (Series 7/66 or Series 63/65).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1w
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Financial Advisor
Dayton, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
3w
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Financial Advisor
Muncie, Indiana, United States
OnsiteFull Time
3+ YOE3+ years securities/annuity sales experience, high school diploma or equivalent, valid driver’s license, Series 7 and state securities/insurance licenses required; strong sales and client relationship skills.
2w
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Wealth Planning Advisor
Centerville, Ohio, United States
HybridFull Time
Bachelor's degree in finance/accounting required; financial consulting experience preferred; strong analytical, communication, and client-relationship skills; financial planning certifications a plus.
1w
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Part-Time Beauty Advisor - Sephora
Centerville, Ohio, United States
$15/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and merchandise-handling skills.
handheld scanners
3mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Middletown, Ohio, United States
$16/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong communication and influencing skills, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer operation, complete required training.
handheld scanners, multiple frequency devices
4w
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Business Advisor of ECDI Tier 1 Minority Business Assistance Center (MBAC)
Dayton, Ohio, United States
$55k-$65k/yr HybridFull Time
5+ YOEProvide one-on-one business consulting, prepare financial projections, advise on capital readiness and procurement, develop workshops, maintain client records, and meet program KPIs for entrepreneurial clients.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM
2mo
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Financial Advisor - Xenia, OH - Market 11, Region 072
Xenia, Ohio, United States
$45k-$100k/yr OnsiteFull Time
Ability to develop a client practice, obtain required securities and insurance registrations (SIE, Series 7, Series 66, state insurance), strong relationship-building and critical thinking, and willingness to complete paid training.
1d
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Financial Solutions Advisor Registration Candidate - North Main and Forest Park Financial Center
Dayton, Ohio, United States
OnsiteFull Time
High school diploma or equivalent required. Requires client relationship, needs assessment, solution recommendation, communication, multitasking, technology adaptation, and ability to obtain industry licenses.
FINRA Securities Industry Essentials (SIE)
2d
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Financial Solutions Advisor Registration Candidate - North Main and Forest Park Financial Center
Dayton, Ohio, United States
OnsiteFull Time
High school diploma or equivalent required. Requires financial services or sales experience, client relationship skills, communication, multitasking, technology adaptability, and ability to obtain industry licenses.
1mo
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Branch Office Administrator - New Castle, IN
New Castle, Indiana, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts and transactions, deliver client service, support marketing and branch operations, and use firm technology (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
2w
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Branch Office Administrator
Germantown, Ohio, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, correspondence, marketing assistance, and technology support for financial advisors; requires computer literacy and adaptability.
MoneyGuide, Salesforce, Microsoft Office
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